BOLTON SECURITIES CORPORATION’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27K	Buy	+185	New	+$27.5K	﹤0.01%	1378
2025 Q3	$31.8K	Buy	+228	New	+$31.2K	﹤0.01%	1271
2025 Q1	$33.3K	Buy	+264	New	+$34.4K	﹤0.01%	1159

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 185 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IWS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IWS in Q1 2025 and has held it in 3 quarters since. The position peaked at $33.3K in Q1 2025. 1,002 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

BOLTON SECURITIES CORPORATION held 185 shares of iShares Russell Mid-Cap Value ETF worth $27K as of Q1 2026.
iShares Russell Mid-Cap Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1378 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
BOLTON SECURITIES CORPORATION's iShares Russell Mid-Cap Value ETF position peaked at $33.3K in Q1 2025.
1,002 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.